HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.48B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,808
New
Increased
Reduced
Closed

Top Buys

1 +$52.8M
2 +$52.4M
3 +$50.6M
4
AAPL icon
Apple
AAPL
+$49.1M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$45.3M

Top Sells

1 +$42M
2 +$25.1M
3 +$22.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$22.7M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$16.1M

Sector Composition

1 Technology 5.62%
2 Healthcare 2.88%
3 Industrials 2.58%
4 Financials 2.46%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APLY icon
4551
YieldMax AAPL Option Income Strategy ETF
APLY
$123M
$65 ﹤0.01%
5
ASR icon
4552
Grupo Aeroportuario del Sureste
ASR
$8.78B
0
MNSO icon
4553
MINISO
MNSO
$4.03B
$65 ﹤0.01%
+4
ORLA
4554
Orla Mining
ORLA
$3.92B
$65 ﹤0.01%
4
WWR icon
4555
Westwater Resources
WWR
$69.3M
$65 ﹤0.01%
100
WGS icon
4556
GeneDx Holdings
WGS
$1.57B
$64 ﹤0.01%
1
-160
DCGO icon
4557
DocGo
DCGO
$56.7M
$63 ﹤0.01%
100
OI icon
4558
O-I Glass
OI
$1.23B
$63 ﹤0.01%
+6
RFL icon
4559
Rafael Holdings
RFL
$70.2M
$63 ﹤0.01%
50
PHUN icon
4560
Phunware
PHUN
$39.3M
$62 ﹤0.01%
35
EVLV icon
4561
Evolv Technologies
EVLV
$1.15B
$61 ﹤0.01%
+10
EXLS icon
4562
EXL Service
EXLS
$4.5B
$61 ﹤0.01%
+2
FBY icon
4563
YieldMax META Option Income Strategy ETF
FBY
$99.5M
$59 ﹤0.01%
5
TII
4564
Titan Mining Corp
TII
$226M
$59 ﹤0.01%
+20
QXO
4565
QXO Inc
QXO
$11.8B
$58 ﹤0.01%
+3
EDU icon
4566
New Oriental
EDU
$7.41B
$57 ﹤0.01%
+1
URG
4567
Ur-Energy
URG
$767M
$57 ﹤0.01%
+38
AXTA icon
4568
Axalta
AXTA
$6.8B
$55 ﹤0.01%
2
-8
JPO
4569
YieldMax JP Option Income Strategy ETF
JPO
$31.2M
$54 ﹤0.01%
3
-1
WOR icon
4570
Worthington Enterprises
WOR
$2.8B
$53 ﹤0.01%
1
DGICA icon
4571
Donegal Group Class A
DGICA
$613M
$52 ﹤0.01%
+3
JEMA icon
4572
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.75B
$52 ﹤0.01%
1
RPD icon
4573
Rapid7
RPD
$512M
$52 ﹤0.01%
+9
HPP
4574
Hudson Pacific Properties
HPP
$720M
$51 ﹤0.01%
+8
CLB icon
4575
Core Laboratories
CLB
$616M
$50 ﹤0.01%
3